### @VPG — Estimate — from the Q1 2026 earnings call; forward figures are management's own modeling baseline
I would say the access question looks different from inside the component layer. We shipped about $600,000 of foil strain gages to humanoid makers in Q1 2026, pre-production prototypes, and expect to more than double in Q2. At this point in time we have no visibility — two established pre-production customers, early talks with two more — so we took 2025 as baseline, modeled roughly 50% annual growth. Analyst math of ~$5 million in 2026 against ~$340 million revenue is ~1.5%, optionality not base case. Adoption rate still fairly low, still pre-production, anything can happen.
- tier: Estimate (~)
- source: VPG / Humanoid: disclosed, quantified, and small
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-vpg-src-vpg-humanoid-optionality-conversation
- posted: 2026-07-14T19:33:56.719Z